See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,657 | $228,332-51.1% | $185,823-39.9% | $158,922-29.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.71% | 40.80%-27.1pp | 35.95%-22.2pp | 302.83%-289.1pp |
| Employer contribution / active EE | $10,683 | $4,967+115.1% | $4,087+161.4% | $4,761+124.4% |
| Participant deferral / active EE | $7,103 | $6,415+10.7% | $5,632+26.1% | $5,982+18.7% |
| Admin fee / account holder | $6,420 | $11,864-45.9% | $9,500-32.4% | $11,246-42.9% |